Filed October 24, 2019 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,032 | $75,828-36.7% | $67,652-29.0% | - |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.7%+24.3pp | - |
| Annual return | -0.13% | -0.25%+0.1pp | 6625.04%-6625.2pp | - |
| Employer contribution / active EE | $2,212 | $1,407+57.2% | $2,266-2.4% | - |
| Participant deferral / active EE | $950 | $2,505-62.1% | $3,560-73.3% | - |
| Admin fee / account holder | $15 | $8,125-99.8% | $4,821-99.7% | - |